A Practical Guide to Trusts (SMTX31PM)

Friday, May 26, 2017 | 1:00 PM - 4:30 PM (Registration at 12:30PM) EST |

Instructor

Arthur Werner

Description

This course provides in-depth information to help you make a well-informed decision as to whether or not a trust is the appropriate vehicle for a client's financial, estate and/or asset protection plan, and, if so, how the trust can best be implemented and operated. You will learn about the many different types of trusts that can be harnessed to save clients income, estate, generation-skipping and other taxes, at both the federal and state level.

Objectives

To provide a practical understanding of when and how to implement and operate a trust in a client's financial, estate and/or asset protection plan

Cost

Standard Registration: $214 SCACPA Members, $264 Non-Members
Reciprocal Discount: ($50)

Major Topics

  • The role of the trustee and how to avoid problems
  • How to use trusts to avoid probate
  • How revocable living trusts are affected by income, gift, and estate taxes
  • How an irrevocable trust can be the center of an estate plan
  • Advantages of an irrevocable life insurance trust
  • How to create a dynasty trust
  • Why a GRIT, GRAT, GRUT or QPRT can be a good estate planning tool
  • Trust options to provide security for older clients
  • Advantages, tax consequences and limits on charitable contributions and private foundations
  • Charitable remainder and charitable lead trust issues
  • How trusts can serve as asset protection devices
  • Business trust issues

DETAILS

Course Code:
SMTX31PM

Credits:
4.00 Taxation

Field of Study:
Taxation

Vendor:
Werner-Rocca Seminars, Ltd.

Course Type:
Seminars

Level:
Basic

Prerequisite:

None

Advanced Preparation:

None

 

 

 

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